The mathematics of loss dictate that a large loss requires a much larger gain just to
get back to where you started. If your portfolio declines by one-third, it requires a
rebound of 50% to recover. And if your investment falls by half, you need 'a double',
or a 100% return!
The recovery percentages grow exponentially because you have fewer dollars
working for you after a big loss. So, despite spectacular year-over-year percentage
gains in 2009, many portfolios failed to recover their value of two years earlier.
Old Field Advisors' core portfolios are consequently constructed with the goal of
preserving capital by reducing volatility.
Investment management and portfolio repair
Old Field Advisors offers Investment management and portfolio repair services on
a retainer basis. If you need assistance investing new money in an uncertain market
environment, this service can be particularly helpful.
Whether we are designing a new portfolio, providing you with a 'second opinion'
on your current holdings, or actually managing your investments for you,
Core portfolios are structured to:
get back to where you started. If your portfolio declines by one-third, it requires a
rebound of 50% to recover. And if your investment falls by half, you need 'a double',
or a 100% return!
The recovery percentages grow exponentially because you have fewer dollars
working for you after a big loss. So, despite spectacular year-over-year percentage
gains in 2009, many portfolios failed to recover their value of two years earlier.
Old Field Advisors' core portfolios are consequently constructed with the goal of
preserving capital by reducing volatility.
- Satellite services focus on protecting the core portfolios further
by hedging with exchange traded options.
Investment management and portfolio repair
Old Field Advisors offers Investment management and portfolio repair services on
a retainer basis. If you need assistance investing new money in an uncertain market
environment, this service can be particularly helpful.
- Recession Alters Affluent Investment Behavior
PNC Wealth Management Survey, Nov'09
The Price of Inaction
- Buying Insurance Against Booming Stocks
Wall Street Journal, July 30, 2009
Whether we are designing a new portfolio, providing you with a 'second opinion'
on your current holdings, or actually managing your investments for you,
Core portfolios are structured to:
- Customize the portfolio to the investor’s particular circumstances,
- preferences and cash flow requirements.
- Facilitate risk management or hedging strategies, whether executed by
- Old Field Advisors or by interested clients;
- Minimize investors' tax liability by defining and implementing an
- ongoing pro-active tax plan.
- Seek market returns and mitigate portfolio risk through diversification
- Maximize portfolio after-tax return by minimizing turnover, investor tax
- liability and management costs.
- ___________________________________
 |
 |
 |
 |
 |
 |
 |
 |
 |
Old Field Advisors LLC
Cultivate Your Financial Harvest
Cultivate Your Financial Harvest
| Old Field Advisors LLC Cultivate Your Financial Harvest |
| ©2009 Old Field Advisors LLC. All rights reserved. |
- Portfolio Services
Investment approach It's impossible to avoid losing
some money when you are an investor. But the harsh
math of 2008 and 2009 is a reminder that the goal most
investors should strive for is avoiding large losses.
The average diversified U.S.-stock fund was down 37.5%
in 2008—requiring a 60% advance to break even—and
many funds were down 50% or more.
